Introduction
The Budgets section in administration lets you define how personnel costs, internal and external rates, and other budget-related settings are managed across your projects. It allows administrators to ensure accurate cost tracking and budget planning by defining rate sources and values globally or per project.
This section consists of multiple configuration tabs for flexible cost management. Each tab offers a different aspect of rate configuration.
Target Audience
This explanation is for system administrators or financial managers who are responsible for configuring cost management settings in the application. It provides an overview of how budget rules are structured and how rates are prioritized and assigned.
Budget Settings Tabs Overview
| Tab name | Description |
|---|---|
| Rate hierarchy | Defines the priority of cost rate sources (user, role, activity). This order is used in budget reports. |
| Rates by role | Set internal and external rates per user role. Currency is also configurable. |
| Rates by activity | Define rates for different activities like work, meetings, personal growth, etc. |
| Rates by user | Assign specific rates to individual users. Takes precedence based on rate hierarchy settings. |
| Other settings | Allows general settings such as VAT handling, rounding rules, travel costs, and enabling planned budgets. |
Important Notes
- The rate hierarchy affects how reports use available rate data when some values are missing.
- Rates set by user override those set by role or activity, if that priority is configured.
- Under other settings, you can choose to count amounts from subprojects, include travel cost, or use budget on tasks or milestones.
